Foundations Investment Advisors, LLC Incresed Positions in Q2 2025

Foundations Investment Advisors, LLC

  • $5.88 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
80.2K
+ 92.68%
$45.65 - $57.01 $3.66M - $4.57M
167K $9.51M
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
138K
+ 862.91%
$32.77 - $36.44 $4.51M - $5.02M
154K $5.6M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
45.7K
+ 302.89%
$102.02 - $103.5 $4.67M - $4.73M
60.8K $6.26M
TQQQ
Proshares Ultrapro Qqq

ETFs
51.7K
+ 357.74%
$38.9 - $83.0 $2.01M - $4.29M
66.2K $5.49M
AVDE
American Centy ETF Tr Avantis

ETFs
17.8K
+ 4.28%
$59.32 - $74.36 $1.05M - $1.32M
433K $32M
VGT
Vanguard Information Technolog

ETFs
4.62K
+ 39.16%
$470.37 - $663.28 $2.17M - $3.07M
16.4K $10.9M
AOM
Ishares Tr Core Moderate Alloc

ETFs
75.9K
+ 17.78%
$41.55 - $46.04 $3.16M - $3.5M
503K $23.2M
MDLZ
Mondelez International, Inc.

Consumer Defensive
62.9K
+ 665.95%
$63.54 - $68.5 $3.99M - $4.31M
72.3K $4.88M
ISRG
Intuitive Surgical Inc

Healthcare
4.51K
+ 12.48%
$451.58 - $565.94 $2.04M - $2.55M
40.6K $22.1M
ICF
Ishares Tr

ETFs
71.3K
+ 15.27%
$54.56 - $62.47 $3.89M - $4.45M
538K $32.9M
V
Visa Inc.

Financial Services
10.8K
+ 17.94%
$308.27 - $373.31 $3.32M - $4.02M
70.8K $25.1M
TSLA
Tesla, Inc.

Consumer Cyclical
5.61K
+ 14.5%
$221.86 - $362.89 $1.24M - $2.04M
44.3K $14.1M
WMT
Walmart Inc.

Consumer Defensive
27.6K
+ 20.71%
$81.79 - $99.98 $2.26M - $2.76M
161K $15.7M
BX
Blackstone Inc.

Financial Services
22.5K
+ 35.16%
$120.07 - $151.11 $2.7M - $3.39M
86.3K $12.9M
VCR
Vanguard Consumer Discretionar

ETFs
3.42K
+ 4.6%
$290.42 - $364.35 $994K - $1.25M
77.7K $28.2M
MO
Altria Group, Inc.

Consumer Defensive
69.5K
+ 28.49%
$55.56 - $60.91 $3.86M - $4.23M
314K $18.4M
WMB
Williams Companies, Inc.

Energy
49.6K
+ 24.92%
$54.33 - $62.87 $2.69M - $3.12M
248K $15.6M
SO
Southern CO

Utilities
39.2K
+ 23.88%
$84.91 - $92.56 $3.33M - $3.63M
203K $18.7M
PANW
Palo Alto Networks Inc

Technology
5.34K
+ 7.72%
$152.44 - $204.64 $813K - $1.09M
74.5K $15.2M
APO
Apollo Global Management, Inc.

Financial Services
21.2K
+ 33.5%
$108.68 - $145.07 $2.31M - $3.08M
84.6K $12M
RDVY
First Trust Rising Dividend Ac

ETFs
35.7K
+ 14.78%
$51.6 - $62.74 $1.84M - $2.24M
278K $17.4M
QBTS
D Wave Quantum Inc.

Technology
38.8K
+ 10.48%
$6.22 - $19.04 $242K - $739K
409K $5.99M
IYC
Ishares U.S. Consumer Discreti

ETFs
10.2K
+ 5.4%
$79.19 - $99.64 $812K - $1.02M
200K $19.9M
EMR
Emerson Electric CO

Industrials
11.8K
+ 19.17%
$94.15 - $133.33 $1.11M - $1.57M
73.3K $9.77M
RSP
Invesco S&P 500 Equal Weight E

ETFs
15.5K
+ 65.98%
$152.93 - $181.74 $2.38M - $2.82M
39.1K $7.1M
AMGN
Amgen Inc

Healthcare
13.6K
+ 54.83%
$262.28 - $309.85 $3.56M - $4.21M
38.3K $10.7M
HD
Home Depot, Inc.

Consumer Cyclical
8.09K
+ 47.41%
$335.24 - $380.78 $2.71M - $3.08M
25.2K $9.22M
PEG
Public Service Enterprise Group Inc

Utilities
32.6K
+ 30.69%
$77.13 - $84.18 $2.52M - $2.75M
139K $11.7M
WEC
Wec Energy Group, Inc.

Utilities
28.8K
+ 231.57%
$102.24 - $109.76 $2.95M - $3.16M
41.3K $4.3M
SCHG
Schwab Strategic Tr Us Large C

ETFs
45.2K
+ 12.42%
$22.27 - $29.21 $1.01M - $1.32M
409K $12M
AOA
Ishares Tr Core Aggressive All

ETFs
26.5K
+ 30.45%
$69.46 - $83.4 $1.84M - $2.21M
114K $9.49M
SRE
Sempra Energy

Utilities
29.9K
+ 29.88%
$63.78 - $78.91 $1.91M - $2.36M
130K $9.84M
EMTL
Spdr Doubleline Emerging Marke

ETFs
62.4K
+ 118.09%
$41.99 - $43.17 $2.62M - $2.7M
115K $4.98M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
23.7K
+ 2.58%
$27.3 - $31.8 $647K - $754K
941K $29.9M
AOR
Ishares Tr Core Growth Allocat

ETFs
26.6K
+ 10.17%
$53.36 - $61.57 $1.42M - $1.64M
288K $17.8M
NFLX
Netflix Inc

Communication Services
572
+ 12.43%
$855.86 - $1339.13 $490K - $766K
5.17K $6.93M
MDT
Medtronic PLC

Healthcare
30.2K
+ 183.85%
$80.68 - $88.86 $2.43M - $2.68M
46.6K $4.06M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
1.27K
+ 0.78%
$101.93 - $128.63 $129K - $163K
164K $21M
CAPE
Barclays Bank PLC

ETFs
67.2K
+ 23.52%
$27.26 - $31.81 $1.83M - $2.14M
353K $11.2M
JEPI
J P Morgan Exchange Traded Fd

ETFs
45.8K
+ 15.76%
$51.14 - $57.0 $2.34M - $2.61M
337K $19.1M
CRM
Salesforce, Inc.

Technology
7.89K
+ 11.15%
$236.26 - $291.15 $1.86M - $2.3M
78.7K $21.5M
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
9.45K
+ 4.84%
$53.5 - $71.62 $505K - $677K
205K $14.7M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
39.8K
+ 6.84%
$47.46 - $55.3 $1.89M - $2.2M
621K $34.2M
SPTS
Spdr Portfolio Short Term Trea

ETFs
80.9K
+ 85.66%
$29.07 - $29.38 $2.35M - $2.38M
175K $5.14M
COST
Costco Wholesale Corp

Consumer Defensive
1.69K
+ 11.91%
$908.13 - $1056.85 $1.53M - $1.79M
15.9K $15.7M
LLY
Eli Lilly & CO

Healthcare
5.47K
+ 12.66%
$713.71 - $898.95 $3.9M - $4.92M
48.7K $37.9M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
19.5K
+ 80.25%
$90.56 - $109.49 $1.77M - $2.14M
43.9K $4.8M
MGK
Vanguard Mega Cap Growth ETF

ETFs
958
+ 2.91%
$273.67 - $366.17 $262K - $351K
33.9K $12.4M
VCIT
Vanguard Intermediate Term Cor

ETFs
23.1K
+ 10.26%
$79.56 - $82.92 $1.83M - $1.91M
248K $20.6M
Activity Summary
Buys All Purchases 625 New Holdings 142 Increased Positions 483 Sells All Sells 272 Reductions 272 Sold out 0 Options Calls 0 Puts 0
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